Work — not a vent, just productivity

I’ve been working on lots of small trusts and bigger 1040s with multiple brokerages or rentals or other fun twists.

I mentioned to Suzi, a partner, that I had caught up enough that all the returns on my task list were less than a week old.

So she suggested I get some of the 1040s sitting on someone else’s task list that are a few weeks old. These are all easy 1040s slotted for a newer preparer, but he’s swamped with other work.

I was ecstatic to do this as a pounding out a few easy 1040s is a perfect Friday afternoon chore. One I rarely get to do anymore.

I created 3 of these returns from scratch (the partner is new so all her clients are new to our software). I had to create PDF workpapers for all and track down engagement letters from the portal. Good lord, nothing was ready.

I got 2 to review by 6 pm. I’ll get 3 more to review this weekend.

Next week I’ll get back to the messier ones. This was a nice palette cleanser. Feeling useful and keeping returns flowing through system.

I want all the partners to look up from the business return deadline on Monday and go, oh look 1040s and 1041s to review! Yay! 😆😆😆

Loving my overtime paychecks.